Charter Oak Equity Management, LLC
Charter Oak Equity Management, LLC is an SEC-registered asset manager in Westport, CT with $35.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Charter Oak Equity Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161737, SEC 802-74871, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $35.0M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Westport, CT
- CRD
- 161737
How much AUM does Charter Oak Equity Management, LLC have?
Charter Oak Equity Management, LLC reported $35.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
View the full interactive profile on ADV.News.